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Transition your clients to Rounded quickly and easily

Your simple 4-step start guide for clients

Written by Oliver Garside

Moving to new accounting software doesn't have to be hard! Rounded offers a smooth transition process, ensuring you and your clients get up and running effortlessly.

Here’s how we make the start easy:

  1. Start a free trial:

    Invite your client to sign up for a free 30-day trial (no credit card needed) so you can access their file right away.

  2. Send us their data (if they have it)

    If they already have data in a spreadsheet or another system, ask them to export it to CSV or Excel and share the file with you. We’ll import it for free.

  3. Join a quick onboarding call

    Click HERE to book a free 15 to 45 minute onboarding call to walk through the app and answer questions.

  4. Get help when you need it

    You can email us from inside your accountant login, or email hello@rounded.com.au.


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